Skip to content
Tuesday, February 07, 2023
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • HR Weekly+
  • Monthly Letters+
  • Shop

Month: September 2022

Kolanovic Warns On War, Policy Risks

September 30, 2022October 1, 2022

“The most recent increase of geopolitical and monetary policy risks puts our 2022 price targets

Read More

14 Comments on Kolanovic Warns On War, Policy Risks

Yellen Sanctions Nabiullina Amid Putin’s ‘Forever’ Annexations

September 30, 2022October 8, 2022

Tensions between the West and Vladimir Putin’s Russia ratcheted higher still on Friday, when Janet

Read More

4 Comments on Yellen Sanctions Nabiullina Amid Putin’s ‘Forever’ Annexations

Neon Swans, Cash And A Dubious Anniversary

September 30, 2022October 1, 2022

The question is no longer “How long until something breaks?” Something broke this week. It

Read More

8 Comments on Neon Swans, Cash And A Dubious Anniversary

Breaking News: More Terrible US Inflation Data

September 30, 2022October 2, 2022

The good news is that the bad news was already in the price. Hopefully. Key

Read More

Leave a Comment on Breaking News: More Terrible US Inflation Data

(In)credible Cold Turkey Moments

September 30, 2022October 7, 2022

“Markets stop panicking when central banks start panicking.” That’s a familiar refrain. It’s another way

Read More

5 Comments on (In)credible Cold Turkey Moments

Europe’s Inflation Crisis Spirals Into Double-Digits

September 30, 2022October 2, 2022

In news that’s every bit as disconcerting as it is unsurprising, inflation in the eurozone

Read More

1 Comment on Europe’s Inflation Crisis Spirals Into Double-Digits

Albert Edwards Has A Different View Of UK’s Historic Week

September 29, 2022September 30, 2022

The ongoing crisis in the UK may not be all Liz Truss’s fault. I’m certainly

Read More

5 Comments on Albert Edwards Has A Different View Of UK’s Historic Week

It Didn’t Last

September 29, 2022September 30, 2022

It didn’t last because it couldn’t. The bid for risk catalyzed by the Bank of

Read More

3 Comments on It Didn’t Last

Germany To Borrow €200 Billion For Energy As Inflation Nears 11%

September 29, 2022September 30, 2022

Markets were handed another stunningly dire German inflation outcome on Thursday. The harmonized gauge showed

Read More

1 Comment on Germany To Borrow €200 Billion For Energy As Inflation Nears 11%

It’ll All Be Fine. Truss Me.

September 29, 2022September 30, 2022

A renewed sense of angst was evident across markets Thursday, as the respite provided by

Read More

5 Comments on It’ll All Be Fine. Truss Me.

Pension Panic Puts Central Banks Back In Intervention Mode

September 28, 2022October 5, 2022

September 28, 2022, was the day central banks were forced back into intervention mode. For

Read More

26 Comments on Pension Panic Puts Central Banks Back In Intervention Mode

BoE’s Rescue Mission At Odds With Fed’s Inflation Fight

September 28, 2022September 29, 2022

Part of me doubts this needs restating, but given the historic nature of the circumstances,

Read More

3 Comments on BoE’s Rescue Mission At Odds With Fed’s Inflation Fight

Druckenmiller’s Bold Call: ‘Something Really Bad’ Could Happen

September 28, 2022September 28, 2022

Stop whatever you’re doing! Stan Druckenmiller wants to say a couple of things. My overriding

Read More

5 Comments on Druckenmiller’s Bold Call: ‘Something Really Bad’ Could Happen

The Most Important Takeaways From A Bad News Week

September 28, 2022October 7, 2022

The bad news is… everything, really. It’s not so much that there’s a “bull market”

Read More

5 Comments on The Most Important Takeaways From A Bad News Week

‘A Forced Pension Fund Bailout. Full Stop’: McElligott On BoE

September 28, 2022September 29, 2022

“Why were they forced into this at a time where they’re seemingly so keen on

Read More

5 Comments on ‘A Forced Pension Fund Bailout. Full Stop’: McElligott On BoE

Posts navigation

1 2 … 9 Next

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Most Read

  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

Questions, tips or inquiries of any kind: walt@heisenbergreport.com

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2023.
 

Loading Comments...